Episode Details

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This is the full AI assessment masterclass. I walk through the four phases of the $999 AI tools assessment, the expansion menu of services you can sell after, seven ways to find clients without spending any money, and then the AI concierge upsell that is generating over a thousand dollars an hour for me right now. I have five clients on the concierge offer paying between twelve hundred and two thousand dollars a month each for two 45-minute calls. That is the entire deliverable. This episode gives you the full playbook end to end so you can go do this yourself.

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Timestamps

00:00 – Intro: The full AI assessment masterclass

00:30 – What is the AI tools assessment and how does it work?

01:30 – Phase 1: The 45-minute discovery call and key questions to ask

02:24 – Phase 2: AI analysis, Claude finds 3-7 tools from the transcript

03:30 – Using Futurepedia and There's an AI for That to fill gaps

04:00 – Phase 3: The report, nine slides in Claude Design

04:54 – Effort versus impact matrix, quick wins, financial impact

05:30 – Phase 4: The review call, walking through the report

06:00 – Three closing questions that convert 50-60% into paid work

06:30 – The expansion menu: what to sell after the assessment

07:00 – Process redesign at $3,000–$3,500

07:30 – Automation builds at $1,000–$7,000

08:00 – Knowledge systems at $3,000 with the business broker example

09:40 – Custom workflows: prompt packs, skill packs, templates at $3,000–$5,000

10:00 – Full implementation at $5,000–$10,000+

10:30 – Seven ways to sell with no money and no audience

11:00 – Method 1: Host a local AI meetup

12:07 – Method 2: Door knock 30 businesses, the DM success story

13:00 – Method 3: LinkedIn DMs targeting CEOs with 10-50 employees

13:30 – Method 4: Free audits to your existing network

14:20 – Method 5: Agency partners, become the AI guy for your CPA

15:30 – Method 6: Free AI office hours at a co-working space

16:44 – Method 7: Post your wins on LinkedIn

18:00 – The AI concierge offer: done-with-you consulting at $1,200–$2,000/month

19:10 – The math: $750–$1,250 per hour effective rate

20:00 – Call 1: Onboarding to Claude Cowork with the plugin

21:00 – Every call after: AOA on their workflows one at a time

21:32 – What makes it feel premium: onboarding form, Notion hub, Voxer

23:56 – Why this is the best AI startup idea of 2026

Key Points

The AI tools assessment is the front door. For $999, you sit down with a business owner for 45 minutes, pull out their pain points, have Claude find three to seven off-the-shelf tools, and deliver a nine-slide report. Fifty to sixty percent of the time, they want paid help implementing what you prescribed.

The four phases are discovery call, AI analysis, report delivery, and review call. Phase two is where Claude does the heavy lifting by analyzing the transcript and finding tools. Phase four is where you close by